Retirement Plan Advisor — Local OC, Flexible & Impactful

Empower; United States; On-site; USD 79,000 - 112,000; Full time

Benefits offered by this job

Medical Insurance

401(k) matching

Tuition reimbursement

Casual dress

Paid time off

Volunteer time off

Parental leave

BRGs

Job summary

Empower, a leading financial services employer in the United States, seeks a Retirement Plan Advisor based in Orange County, CA. You will present retirement planning concepts to participants, build strategic partnerships, and manage in-person and virtual meetings to drive outcomes.

Strong communication, FINRA readiness, and independent work style are essential. You will collaborate with internal teams, coordinate travel, and contribute to service levels while complying with regulatory

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3–5 years in financial services.
• Excellent presentation skills and ability to engage stakeholders.
• Proficiency with Microsoft Office and Teams suite.
• Strategic, independent worker with strong relationship skills.
• FINRA Series 6/63/65 registrations required or in timeline; fingerprinting required.

Responsibilities

• Deliver retirement plan presentations to individuals and groups.
• Develop partnerships with stakeholders across the territory.
• Schedule meetings, conduct virtual and on-site sessions, and manage travel as needed.
• Document activities and ensure regulatory compliance.
• Help achieve service levels and business targets in coordination with teams.

Skills

Strong presentation skills

Strategic thinker

Relationship building

Territory management

Independent worker

Education

Bachelor’s degree or equivalent

Tools

MS Word

Excel

PowerPoint

Teams

Job description

Empower, a leading financial services employer in the United States, seeks a Retirement Plan Advisor based in Orange County, CA. You will present retirement planning concepts to participants, build strategic partnerships, and manage in-person and virtual meetings to drive outcomes.

Strong communication, FINRA readiness, and independent work style are essential. You will collaborate with internal teams, coordinate travel, and contribute to service levels while complying with regulatory